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GOURMET KINEYA, Ordinary Profit Forecast for the Fiscal Year Revised Downward to an Unexpected 12% Decrease

Thu Feb 12, 2026 3:30 pm JST Earnings

9850 GOURMET KINEYA CO.,LTD. 【J-GAAP】

Earnings Report

GOURMET KINEYA CO.,LTD. <9850> [TSE Prime] announced its financial results after the market closed on February 12th (15:30). The consolidated ordinary profit for the cumulative third quarter of the fiscal year ending March 2026 (April to December) decreased 28.6% from the same period last year to 0.94 billion yen.

In addition, the full-year forecast for consolidated ordinary profit has decreased 18.0%, from the previous forecast of 1.00 billion yen to 0.82 billion yen (compared to 0.93 billion yen in the previous period). This changes the outlook from an anticipated profit increase to a projection of a 12.5% decrease in profit.

Based on the full-year plan announced by the company after the downward revision, our estimate of the consolidated ordinary profit for the October to March period (second half) has decreased 24.2%, from the previous forecast of 0.74 billion yen to 0.56 billion yen (compared to 0.36 billion yen in the same period of the previous year), leading to a reduction in the profit growth rate from 2.1 times to 55.5%.

In the most recent three-month period, from October to December (3Q), the consolidated ordinary profit decreased to 0.69 billion yen, an 8.3% decrease compared to the same period last year. The operating profit margin worsened from 6.1% in the same period last year to 5.0%.

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Actual Results

Accumulated Results 3rd Quarter
Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Progress Rate vs. First Half Announce Accounting Standards
Apr - Dec, 2023 28,149 588 550 1,056 46.2 145.5 Feb 13, 2024 J-GAAP
Apr - Dec, 2024 32,472 1,287 1,330 813 35.6 141.9 Feb 13, 2025 J-GAAP
Apr - Dec, 2025 34,421 853 949 481 21.0 115.7 Feb 12, 2026 J-GAAP
YoY +6.0% -33.7% -28.6% -40.8% -40.9%

Guidance Update

Second Half Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2025 Prev 21,027 860 743 565 24.7 7 Nov 12, 2025 J-GAAP
Oct - Mar, 2025 New 22,627 520 563 325 14.2 7 Feb 12, 2026 J-GAAP
Revision Rate +7.6% -39.5% -24.2% -42.5% -42.5%

Full Year Update

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2026 Prev 42,500 1,070 1,000 600 26.2 7 May 13, 2025 J-GAAP
Mar, 2026 New 44,100 730 820 360 15.7 7 Feb 12, 2026 J-GAAP
Revision Rate +3.8% -31.8% -18.0% -40.0% -40.0%

Current Period Guidance

Second Half Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Oct - Mar, 2024 21,951 411 362 308 13.5 7 May 13, 2025 J-GAAP
Oct - Mar, 2025 Guidance 22,627 520 563 325 14.2 7 Feb 12, 2026 J-GAAP
YoY +3.1% +26.5% +55.5% +5.5% +5.5%

Current Period Guidance

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Adj. Dividend Announce Accounting Standards
Mar, 2024 37,033 422 378 1,096 47.9 6 May 14, 2024 J-GAAP
Mar, 2025 42,072 947 937 649 28.4 7 May 13, 2025 J-GAAP
Mar, 2026 Guidance 44,100 730 820 360 15.7 7 Feb 12, 2026 J-GAAP
YoY +4.8% -22.9% -12.5% -44.5% -44.5%

Quarterly Results

Fiscal Year Revenue Operating Profit Ordinary Profit Net Profit Adj. EPS Operating Profit Margin Announce Accounting Standards
Oct - Dec, 2024 12,351 751 755 472 20.7 6.1 Feb 13, 2025 J-GAAP
Jan - Mar, 2025 9,600 -340 -393 -164 -7.2 -3.5 May 13, 2025 J-GAAP
Apr - Jun, 2025 10,461 -106 -82 -141 -6.2 -1.0 Aug 12, 2025 J-GAAP
Jul - Sep, 2025 11,012 316 339 176 7.8 2.9 Nov 12, 2025 J-GAAP
Oct - Dec, 2025 12,948 643 692 446 19.5 5.0 Feb 12, 2026 J-GAAP
YoY +4.8% -14.4% -8.3% -5.5% -5.6%

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